Increase the value your clients perceive you provide and spend your time where it’s most profitable for you: meeting existing and prospective clients.

Impacts of the Standop ProgramTM on your business development

Grow your assets under management

Whether your goal is to attack the wealth management market or up your conversion rate, the Standop ProgramTM offers:

Portfolios that let you compete with major industry players

One of the top business development programs in Canada

Portfolio analysis of both mutual funds and securities

Strategic support for business development and marketing

Be like most of the advisors who use the Standop ProgramTM and DOUBLE YOUR SALES!

CRM2: Maximize the perceived value of your services

CRM2: Threat or opportunity?
Some advisors will only be able to keep their clients by reducing their fees. The StandopTM Program will help you demonstrate the high added value of your services, to justify the compensation you receive.

Increase your perceived value:

Portfolio optimization to the highest institutional standards

Use of the information ratio

Sector balancing using the S+ Index Sector Efficiency

Deluxe presentation documents and tools

Access to top industry managers

Be systematic in your business practices

The financial services industry is changing fast. To stay on top, Independent advisors must set up productive business systems and processes.

Put your time where it’s most profitable: meeting with clients!

Set up a systematic approach to investing

Create model portfolios with guidance from our actuaries and CFAs

Use our help in setting up portfolios

Use our help in transitioning to a fee-based system

Increase the value of your business

Are you planning to sell your book of business in the next few years? Make sure you maximize its value.

Decrease the number of suppliers so it’s easier for a potential buyer to integrate your clients

* The Standop ProgramTM is the name of the business development approach promoted by R.E.G.A.R. Investment Management Inc. R.E.G.A.R. Investment Management Inc., the manager of RGP Investments (“RGP Funds”). Although we encourage advisors to include RGP Funds in their recommendations, use of such funds is optional and independent of the Standop Program. For more information about R.E.G.A.R. Investment Management Inc. or RGP Funds, visit the RGP Investments website at rgpinvestissements.ca.